1
Write the offer
Turn discovery into a clear scope, price, and next step.
Proposals
Move from offer to client without losing the thread.
Use proposals as the handoff between discovery, agreement, payment, and the client record.
HeyPond
Proposals
Today
Move from offer to client without losing the thread.
Offer structure
Contract handoff
Payment handoff
1Write the offer
2Send it to the client
3Collect the commitment
How it works
2
Send it to the client
Share the proposal without separating it from the account.
3
Collect the commitment
Move into contract, payment, or onboarding from the accepted offer.
4
Keep the record
The accepted work stays connected to the client history.
What you can do
Offer structure
Make scope, pricing, and next steps clearer.
Contract handoff
Move from accepted proposal to signed agreement.
Payment handoff
Connect the commercial commitment to getting paid.
Client record context
Keep proposal history near delivery.
Reusable language
Avoid rewriting the same offer from scratch.
Cleaner onboarding
Reduce the gap between yes and first session.
Questions? Answers.
Can I send proposals?
Yes. Proposal work can sit near contracts, payments, and the client record.
Can proposals connect to contracts?
Yes. The goal is a cleaner handoff from offer to agreement.
Can proposals connect to payment?
Yes. Accepted commercial work can lead into payment collection.
Who is this best for?
Consultants, coaches, and advisors who sell higher-context services before ongoing delivery.
Related features
Contracts
Send agreements, collect signatures, and keep contracts attached to the client relationship.
Payments
Collect payments from bookings, invoices, packages, retainers, and payment plans in one client workflow.
CRM
Keep sessions, payments, contracts, forms, notes, and client history on one relationship record.
Ready to simplify proposals?
Start free and connect this feature to the rest of your client workflow.
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